Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

Featured Video

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Featured Presentation

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

• Articles

  Retirement Is a Beginning

  Key questions to answer when you are considering retirement.

  Navigating Retirement Pitfalls

  Why are they made again and again? Making sense of these errors in judgement.

  Women on the Rise

  Explore the growing influence women wield over the economy with this handy infographic.

  Choices for Your 401(k) at a Former Employer

  Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

  What Is a Roth 401(k)?

  Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

  Women and Financial Strategies

  Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

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• Calculators

  Roth 401(k) vs. Traditional 401(k)

  This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

  Annuity Comparison

  This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

  Potential Income from an IRA

  Estimate your monthly and annual income from various IRA types.

  Estimate Your RMD

  Help determine the required minimum distribution from an IRA or other qualified retirement plan.

  Inflation & Retirement

  Estimate how much income may be needed at retirement to maintain your standard of living.

  A Look at Systematic Withdrawals

  This calculator may help you estimate how long funds may last given regular withdrawals.

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• Presentations

  Investment Strategies for Retirement

  Investment tools and strategies that can enable you to pursue your retirement goals.

  An Inside Look at Retirement Living

  A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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• Videos

  What You Need to Know About Social Security

  Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

  How to Retire Early

  Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

  Retirement Accounts When You Change Your Job

  This video discusses issues related to your retirement accounts when you move on from your job.

  Retirement Redefined

  Around the country, attitudes about retirement are shifting.

  Retirement and Quality of Life

  Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

  Risk Tolerance: What’s Your Style?

  Learn about what risk tolerance really means in this helpful and insightful video.

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